Account Type*** ******Account Owner**** *******Account Opps/Deals**** ****Closed Won • Feb 25***K $Closed
***** ******Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Portfolio Design LabsChief Executive OfficerNov 21 - PresentAssetmarkChief Investment Officer; SVP, Investment Management (Savos, GPS, Aris)Aug 16- Sep 21AspiriantChief Investment OfficerMar 05- May 13
Chris EsemplareChief Executive OfficerView Profile, Chris EsemplareMike DekoningCEO North America LifeView Profile, Mike DekoningAlex HooperChief Executive OfficerView Profile, Alex Hooper